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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,519 | $208,088+55.5% | $186,193+73.8% | $154,746+109.1% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.1%+4.7pp | 80.7%+1.1pp |
| Annual return | 13.71% | 89.97%-76.3pp | 78.03%-64.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $2,090 | $4,340-51.8% | $3,918-46.7% | $4,379-52.3% |
| Participant deferral / active EE | $9,398 | $7,078+32.8% | $6,513+44.3% | $6,730+39.6% |
| Admin fee / account holder | $14,895 | $11,698+27.3% | $11,058+34.7% | $14,365+3.7% |